Group 1 - Apple is expected to lead the application of 3nm node technology by 2025, with over 80% of its product lineup utilizing this advanced process [1] - The A17 Pro SoC in the 2023 iPhone 15 Pro series was manufactured using 3nm technology, which integrates key components into a single microchip, enhancing performance and energy efficiency [4] - By 2026, 3nm and 2nm nodes are projected to account for approximately one-third of smartphone SoC shipments, driven by the increasing demand for computing power [4][5] Group 2 - The transition to 3nm and 2nm processes significantly improves performance and efficiency but also leads to increased costs due to rising wafer prices and higher semiconductor content in smartphone SoCs [5] - Apple's commitment to large-scale adoption of these advanced processes aims to offset the overall cost increase associated with the new technologies [5]
即使面临成本压力,苹果今年超80%产品组合将采用3nm工艺